Director of Compliance and Operations
Prior to joining WTI in 2023, Marina led the Compliance Program at SVB Asset Management, an institutional registered investment adviser affiliate of Silicon Valley Bank. In this role, she also provided Compliance Marketing support for the private funds business, SVB Capital. Prior to SVB, she has held various positions as Compliance Officer, Director, and Analyst at LMCG Investments, Fidelity, and Wellington Management in the Boston area. The Compliance roles encompassed a broad scope of responsibilities, inclusive but not limited to SEC Exams, Mock Exams and Audits, Code of Ethics, Annual Compliance Reviews, Policies and Procedures, Marketing, Personal Trade Monitoring, SEC Filings, Regulatory Reporting and Compliance Training. Marina has over twelve years of Compliance experience supporting registered investment advisers. Marina graduated from New England School of Law with a Juris Doctor degree and Boston University with a Bachelor of Science degree in Business Administration. She also holds her FINRA Series 65 license and Investment Adviser Certified Compliance Professional (IACCP) designation through NRS.